See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,785 | $102,616-92.4% | $81,983-90.5% | $158,922-95.1% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.2%+25.5pp | 82.0%+12.8pp |
| Annual return | 21.12% | 61.04%-39.9pp | 41.31%-20.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $244 | $3,240-92.5% | $2,498-90.2% | $4,761-94.9% |
| Participant deferral / active EE | $1,432 | $4,648-69.2% | $3,722-61.5% | $5,982-76.1% |
| Admin fee / account holder | $163 | $8,235-98.0% | $5,664-97.1% | $11,246-98.5% |